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Private Educational Seminar
Date:
July 7, 2016

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Outlook 2016
Retirement Geeks - Let's Geek Out on your retirement and financial planning, investments and insurance.
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LATEST FINANCIAL NEWS

What Might Trump
the Election Year Pattern?

May 9th - This week we look at what the upcoming presidential election may mean for markets in 2016. Following last week’s somewhat surprising news that both Ted Cruz and John Kasich had withdrawn from the race, Donald Trump will be the Republican presidential nominee. Given that Trump has no formal policy record or political experience of any kind, this election cycle is, needless to say, unusual. Markets do not like uncertainty, and Trump undoubtedly brings that to the table.

Although stocks may be more volatile between now and November as market participants size up Trump and assess his chances against presumptive Democratic nominee Hillary Clinton, we believe the typical election year stock market pattern, our assessment of the more likely potential outcomes in November, and the macroeconomic backdrop all still suggest modest gains for stocks in 2016.

 

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WE CARE

Charitable Giving as Part of
Your Financial Planning

Jon Dewar and the RetirementGeeks are passionate about giving back and supporting the local community. When we meet with a client about their retirement planning the subject of charitable giving often comes up in conversation. Depending on a client’s situation we often recommend some form of charitable giving whether giving to a local non-profit or their place of worship.

Over the past few months RetirementGeeks have had the pleasure of donating to multiple charitable organizations including Junior Achievement, Girls on the Run, Community Music School and Community Workforce Solutions.

ABOUT LPL FINANCIAL

Our broker-dealer "LPL Financial," through which we provide comprehensive and independent investment options for clients and through which we do "Wealth Management & Planning," gives us the tools needed to geek out on your retirement planning.  Read More ...

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